Form 13-F position report Filing season in progress

VANGUARD WELLINGTON FD

Reported by Partners in Financial Planning

ETF profile Manager portfolio Source filing
VFMF CUSIP 921935607 Manager CIK 0002054264
Latest reported change

Reported 19,000 shares, down 325 (1.7%) from the prior quarter.

Reported value -0.8%; share count -1.7% vs. the prior quarter.

Reduced
% of reported 13F value 0.52% This manager · Q3 2026
Shares 19,000 Quarter-end amount reported
Reported value $3,391,675 Fair value at quarter end
Consecutive quarters held 22 Through Q3 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 19,000 -325 (-1.7%) 0.52% $3,391,675 2026-11-06
Q2 2026 Reduced 19,325 -7 (0.0%) 0.52% $3,419,910 2026-08-10
Q1 2026 Reduced 19,332 -314 (-1.6%) 0.5% $2,997,893 2026-05-11
Q4 2025 Reduced 19,646 -271 (-1.4%) 0.5% $2,961,130 2026-02-02
Q3 2025 Reduced 19,917 -102 (-0.5%) 0.5% $2,873,528 2025-11-10
Q2 2025 Reduced 20,019 -600 (-2.9%) 0.5% $2,692,442 2025-08-04
Q1 2025 Reduced 20,619 -284 (-1.4%) 0.52% $2,604,394 2025-04-30
Q4 2024 Reduced 20,903 -193 (-0.9%) 0.56% $2,729,493 2025-02-12
Q3 2024 Reduced 21,096 -120 (-0.6%) 0.55% $2,750,791 2025-02-26
Q2 2024 Added 21,216 +170 (0.8%) 0.56% $2,596,934 2025-02-26
Q1 2024 Reduced 21,046 -1,967 (-8.5%) 0.59% $2,670,434 2025-02-26
Q4 2023 Reduced 23,013 -355 (-1.5%) 0.62% $2,642,919 2025-02-26
Q3 2023 Reduced 23,368 -55 (-0.2%) 0.62% $2,412,978 2025-03-04
Q2 2023 Reduced 23,423 -622 (-2.6%) 0.62% $2,433,853 2025-02-26
Q1 2023 Reduced 24,045 -225 (-0.9%) 0.63% $2,382,800 2025-02-26
Q4 2022 Reduced 24,270 -159 (-0.7%) 0.66% $2,373,705 2025-05-05
Q3 2022 Added 24,429 +11 (0.0%) 0.72% $2,503,348 2025-05-05
Q2 2022 Added 24,418 +14 (0.1%) 0.76% $2,389,716 2025-05-05
Q1 2022 Added 24,404 +21 (0.1%) 0.77% $2,449,276 2025-05-05
Q4 2021 Reduced 24,383 -1,514 (-5.8%) 0.77% $2,517,840 2025-05-05
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

73 managers reported VANGUARD WELLINGTON FD for Q3 2026 so far.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Brookstone Capital Management New 644,648 +644,648 1.14% $115,076,143 1 qtr
ANDERSON HOAGLAND & CO Added 309,619 +7,147 4.47% $58,449,805 24 qtrs
LPL Financial LLC Added 134,324 +9,674 < 0.01% $23,978,107 17 qtrs
Opus Capital Group LLC Added 107,794 +656 1.88% $19,242,000 24 qtrs
Cambridge Investment Research Advisors Inc Added 88,976 +2,164 0.04% $15,883,000 11 qtrs
UMB Bank n a Unchanged 66,037 0 0.15% $11,788,265 20 qtrs
Rooted Wealth Advisors Inc Unchanged 54,569 0 2.36% $9,657,148 4 qtrs
Storen Legacy Partners LLC Reduced 53,374 -3,752 2.44% $9,527,779 4 qtrs
Geneos Wealth Management Inc Reduced 42,084 -2,189 0.14% $7,512,428 15 qtrs
ADVISORTRUST PARTNERS LLC Added 35,608 +1,538 2.0% $6,356,368 3 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2026
Filed
November 06, 2026
Filing type
13F-HR
Position type
Exchange Traded Fund

Voting authority reported

Sole
0
Shared
0
None
19,000

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.